There were no items found based on the criteria entered.December 2023 HelloFresh: changing how people eat forever
HelloFresh’s CEO explains the art and science of meal kit delivery at a global scale.5 minutesDecember 2023 China: fear or FOMO?
Ben Buckler on how investors should steer between the twin poles of risk in China.17 minutesDecember 2023 Why growth, why now?
Tough times play to the partnership’s strengths: analysing what enables to adapt and thrive amid rapid change.December 2023 South-east Asia’s new export stars
Unearthing growth companies in Vietnam, Indonesia and Thailand.November 2023 Spotting the stars amid a surge
Rising Japanese markets are flattering old-style companies: better to look for long-term growth.3 minutesNovember 2023 A view from the frontiers
How Edinburgh Worldwide Investment Trust spots potential disruptors in turbulent times.November 2023 Aurora: the technology company transforming trucking
The US’s $800bn trucking industry is on track for a shake up with Aurora’s self-driving technology.November 2023 A net zero initiative update
A reflection on Baillie Gifford’s commitment to the climate transition.4 minutesDisruption Week 2023 When software meets steel
The ‘next wave’ of companies, mixing the digital and physical realms.6 MIN WatchNovember 2023 Pacific Horizon Investment Trust: manager insights
With Asia’s strong financial position, the long-term looks exciting for investors.4 minutesDisruption Week 2023 AI: a long-term perspective
Why investors must put the rise of ChatGPT and other generative AI in context.4 minutesDisruption Week 2023 Nuclear comeback
Could smaller reactors and fusion power herald a new atomic age?4 minutesDisruption Week 2023 Climate change: imagining the future
The years ahead are uncertain, but we can turn that to our advantage.2 minutesNovember 2023 Adding value from climate change
Companies addressing climate change could create huge societal and economic value over time.2 minutesNovember 2023 Legally bond: finding underestimated resilience
By keeping an open mind, we hope to find opportunities other credit investors might overlook.November 2023 Japan’s new growth opportunities
Seeking the entrepreneurial firms that could sustain the country’s rally.October 2023 SAINTS: the case for dividend growth
Why we believe pursuing dividend growth rather than yield is the right way to grow capital.24 MIN WatchOctober 2023 Investing in private companies
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.56 MIN WatchOctober 2023 Climate futures: preparing for uncertainty
How can we avoid a hothouse world? Head of Climate Change Caroline Cook discusses with experts.10 MIN WatchOctober 2023 How do we value private companies?
Uncover the multiple layers of governance that feed into the valuation of private companies at Baillie Gifford.2 minutesOctober 2023 Can we mine sustainably?
Minerals are key to the energy transition. We believe mining responsibly will bring rewards.5 minutesOctober 2023 Nuclear fusion: SHINE lights the way
The cancer-fighting firm that aims to lead a clean energy revolution.September 2023 ESG: beyond the growing pains
Why considering environmental, social and governance factors helps us pursue long-term returns.September 2023 Joiners’ mate
Iain McCombie on how Howdens’ kitchens won the building trade’s trust.September 2023 Finding China’s A-share jewels
The country’s domestic markets are rich in companies with the know-how to become global leaders.7 MIN WatchSeptember 2023 Private company investing myths
Busting three myths that could alter your view about what private company investing is.September 2023 How Alnylam nips disease in the bud
The US-based company’s technology promises to ‘silence’ genetic disorders and target some of the world’s biggest killers.September 2023 China’s urge to innovate
A nation that once adapted others’ technologies is increasingly leading in innovative products and services.September 2023 China revisited
Lawrence Burns explores the new landscape of opportunity.September 2023 Harnessing the power within
Could we use our bodies’ natural electricity to treat illness? Author Sally Adee explains.September 2023 Japan’s secret superstars
The new generation of companies that’s quietly captured key technology niches.September 2023 NVIDIA’s chief accelerates AI
How Jensen Huang overcame adversity to play a pivotal role in accelerating progress.5 minutesSeptember 2023 Innovation’s drumbeat
Charting how technological progress and prosperity march together.September 2023 Surfing to success
Why the waves hold the key to the pursuit of long-term growth.September 2023 How Microsoft got its mojo back
By shifting the focus from Windows and embracing AI, the firm has revitalised its fortunes.4 minutesSeptember 2023 Keystone Positive Change Impact Report
If impact and investing go together, it is important to understand the difference we make.10 minutesSeptember 2023 Three climate change scenarios
Considering different ways global warming and a transition to new energy sources might occur.1 MIN WatchSeptember 2023 Archived Disruption Week 2023
Glimpse a universe of opportunity at Baillie Gifford’s Disruption Week in November 2023.8 MIN WatchSeptember 2023 What is private company investing?
Discover what private company investing is, and why our decades of institutional knowledge of exceptional growth companies gives us an advantage.7 MIN WatchSeptember 2023 UK Growth Trust manager insights
An update on portfolio performance, turnover and investment opportunities.7 MIN WatchAugust 2023 Manager insights: Monks Investment Trust
Malcolm MacColl discusses recent performance, portfolio positioning, growth profiles and AI.47 MIN WatchAugust 2023 Pacific Horizon Trust: Citywire Webinar
An update on investing in Asia with a focus on how economic trends relate to the portfolio.4 MIN WatchAugust 2023 What does Moderna do?
Learn how the Boston-based life science company is disrupting the drug development industry.9 minutesAugust 2023 The secrets of enduring growth
Toby Ross reveals the four signs that a company’s growth might endure for decades.August 2023 Change as a growth driver
We live in changing times. And that will create opportunities for long-term growth investors.27 minutesAugust 2023 Growth investing across decades
Mark Urquhart discusses the science and art of picking growth stocks with enduring potential.July 2023 Positive Change Impact Report 2022
If impact and investing go together, it is important to understand the difference we make.3 MIN WatchJuly 2023 Stock stories: Climeworks
Climeworks, the company using innovative technology to capture and store CO2 underground safely, measurably and permanently.July 2023 Why now for multi-asset investing
Who benefits from the new macro environment? Why multi-asset investing remains a viable option.July 2023 Navigating a turbulent Turkey
Turkey may be volatile, but there’s opportunity in currency forwards and competitive companiesJuly 2023 The real deal in property
In a challenging environment, discover a European property sector company bucking the trend.60 MIN WatchJune 2023 Eating better to save ourselves
Tim Spector and Henry Dimbleby on what our diet says about our health and the health of the planet.3 MIN WatchJune 2023 What does Northvolt do?
Learn how the Swedish battery company Northvolt is driving change in the EV industry26 minutesJune 2023 Actual investing: the test of time
Stuart Dunbar reflects on the long-term case for Actual investing.June 2023 The history of SAINTS
John Newlands reveals the roots of the SAINTS success story.June 2023 Investing in innovation
We start by asking “What if?” as we search for those companies that will shape the future.May 2023 A century and a half of SAINTS
James Dow reflects on how the trust has changed over the decades, but stuck to its core values.May 2023 The history of the European Growth Trust
How a trust giving investors access to the European market has found grounds for optimism despite volatility.May 2023 SAINTS: 150 years of income
John Newlands tells the story of the Edinburgh-based company that thrived in good times and bad.15 MIN WatchMay 2023 China A Shares: in conversation
Investor Sophie Earnshaw explains how we navigate China’s complexity to boost growth potential.May 2023 Why the long-term matters
There’s safety in being one of the crowd but it could stop you from seeing potential rewards.May 2023 Asset allocation: five questions
The Managed Fund’s asset allocation reflects the view that there are opportunities ahead.April 2023 Climate change innovators
How Positive Change targets companies at the forefront of tackling carbon emissions.April 2023 The changing face of growth
By investing in companies at the frontiers of structural shifts we can pursue fantastic returns.April 2023 From Y to Z: Japan’s online powerhouse
How Yahoo! Japan and Z Holdings' conquest of the country’s internet realm unfolded.April 2023 Transformative investment
Why time travelling to 2050 helps us invest in companies tackling climate change and inequality.Long ReadApril 2023 Keystone Positive Conversations 2022
We don’t just talk to managements, we listen. A snapshot of Keystone Positive Change’s ESG conversations.April 2023 Rethinking renewables
Research suggesting faster-than-expected adoption has far-reaching consequences for investors.March 2023 Climeworks: fighting global warming
Climeworks helps us remove CO₂. We invest in it because we think it can combat climate change.April 2023 Making health insurance manageable
How Elevance Health uses its scale to smooth a path through the US health system’s maze.April 2023 Faith over fear
Tom Slater on looking beyond tough times to future opportunities.April 2023 Europe’s new growth stars
Three companies helping turn the continent from an innovation backwater to a hotspot.April 2023 A tight ship: lessons from Admiral
How Henry Engelhardt’s entrepreneurial flair helped create the car insurance giantApril 2023 Super Mario’s World
Nintendo’s iconic characters profitably mix familiarity with new forms of gameplay.April 2023 Moderna’s new challenge
The mRNA technology behind the Covid vaccine is being directed against other diseases.April 2023 Trip Notes: Brazil
Ed Whitten travels to Rio de Janeiro and São Paulo to meet companies seeking social impact.April 2023 AI Superpowers
Renowned investor Kai-Fu Lee revisits his prophetic book, five years on.April 2023 Indonesia powers a green transition
The island nation’s natural wealth makes it crucial to a low-carbon future.March 2023 Positive Conversations 2022
We don’t just talk to managements, we listen. A snapshot of Positive Change’s ESG conversations.41 MIN WatchMarch 2023 Webinar: the SAINTS approach
Co-manager James Dow explains why he believes in the Trust’s focus on sustainable compounding.March 2023 Four questions for growth investors
Investors must find companies with the key qualities needed to thrive in a stormy economy.March 2023 Ocado’s robot revolution
The UK firm is partnering with leading grocers to deploy its automated warehouses worldwide.February 2023 The history of Scottish Mortgage Investment Trust
How a trust launched to finance the 1900s rubber boom was transformed into a backer of global technological change.February 2023 Japan's smaller stars
Praveen Kumar discovers the lesser-known businesses creating premium products in Japan.February 2023 Nothing lasts forever
Why international equity markets shouldn’t be forgotten.February 2023 Making sense of the metaverse
Author Matthew Ball on the next-generation internet and the companies building its foundations.February 2023 Monks Research Agenda 2023
How can we invest in quality companies in a changing market?February 2023 Re-awakening utilities
Utility companies which can adapt to climate change and the shift to renewables bring the best chance of returns.February 2023 Japan: setbacks or permanent change?
Our investors’ job is to tell the difference between passing phases and deeper behavioural shifts.January 2023 Global Alpha Research Agenda 2023
How can we invest in quality companies with the potential to generate sustainable returns in a changing market?January 2023 Beauty secrets: sharing Shiseido’s story
Masahiko Uotani, CEO of the Japanese cosmetics giant, discusses its profitable makeover with Iain Campbell.7 MIN WatchJanuary 2023 Keystone Positive Change: manager insights
Investing in quality companies driving change, from carbon capture to healthcare, brings growth opportunities.10 MIN WatchJanuary 2023 Insights: investment research in Japan
Japan’s cultural landscape is changing, with implications for companies like Shiseido, CyberAgent and PayPay.January 2023 Asia and energy transition
Exploring the emerging energy opportunities in Asia.December 2022 ASML: advancing chips to new limits
The Dutch firm driving progress by making it possible to create more intricate computer chips.December 2022 A dose of innovation
Your money or your health. Marina Record asks if society is ready to pay for health innovation.December 2022 50 years of European Growth
The Baillie Gifford-managed Trust tracked half a century of continental turbulence and triumph.December 2022 Chip War
How semiconductors bring a competitive world together.November 2022 Japan trip reflections
Less foreign visitors, more cashless payments. Donald Farquharson reflects on post-Covid Japan.42 MIN WatchNovember 2022 Archived Managed Fund: Patient investing
Many investors are impatient, but change takes time – the best performance could come to those who wait.November 2022 The dawn of artificial intelligence
How AI is disrupting all kinds of industries, creating investment opportunities in its wake.November 2022 China’s cloud
Why cloud computing is developing differently in the world’s most populous nation.November 2022 New hopes for curing heart disease
In the war against killer heart disease, technology is making huge strides in diagnosis and treatment.November 2022 Solving the antimicrobial crisis
If we don’t tackle the AMR crisis now, it could be the world’s biggest killer by 2050.4 MIN WatchNovember 2022 Archived Manager insights: Pacific Horizon
Pacific Horizon Investment Trust manager Roderick Snell gives updates on the portfolio and investing in Asia.November 2022 Investing in net zero
Detail of Baillie Gifford’s first set of NZAMi climate commitments and targets.November 2022 Archived Finding opportunities in the gloom
Stock market falls can create rich pickings for the optimistic investor.October 2022 Embracing the unpredictable
The ‘what if…?’ questions are the most important of all.October 2022 Nintendo: investing in the home of Mario
Why Fusajiro Yamauchi’s business remains a fascinating opportunity for growth investing.October 2022 A theory of radical change
Why a ‘deep transition’ may have started to deliver a more sustainable age.October 2022 Rethinking where growth comes from
Partner Dave Bujnowski offers a radical new perspective on the disruptive ‘engines’ powering today’s growth.October 2022 Archived Inflation: analysing resilience
Four ways to consider growth companies’ ability to deal with rising prices.September 2022 Tapping global brainpower
How Baillie Gifford’s mutually beneficial network of academic connections makes us see the world differently.September 2022 Archived Kering: luxury created with risk
How the group gives its creatives the freedom to spark love-it-hate-it reactions.September 2022 Trust trip notes: Tel Aviv
Israel is a nursery for innovative startups, sponsoring growth firms in fields from biofood to cyber security.September 2022 Archived Drive: rethinking motivation
What companies get wrong when trying to get the best out of their workers.September 2022 Snow Peak’s outdoor heiress
Company director Lisa Yamai is changing attitudes by proving a young female leader can boost performance.September 2022 Investing in a changing China
President Xi Jinping’s plan to reshape Chinese society means opportunities for innovative little giants.September 2022 Archived Monks: how diversity beats adversity
Having a varied portfolio allows the trust to navigate volatile periods and focus on the long term.September 2022 Investing in the champions of Europe
Manufacturing, green tech and services entrepreneurs are enticing investors as they catch up to the US and China.September 2022 Archived Compound interest: the snowball effect
Companies reinvesting profits to supply outperformance over decades are the market’s unsung heroes.September 2022 UK Growth Trust: home focus
Companies solving big problems in healthcare, fintech and AI, are proving the UK is an exciting place to invest.Long readSeptember 2022 Archived Enlightenment
Opportunities in the gloom, radical change, inflation resilience and more from our fund teams.September 2022 Archived Growth investing: hunting the outliers
It’s not about growth or value. It’s about the few companies that drive stock market returns.11 MIN WatchSeptember 2022 Archived A decade of discovery
A focus on growth and innovation has led to exciting finds such as Tesla and Ocado.5 MIN WatchSeptember 2022 Archived Introducing: Sustainable Multi Asset
Lindsey Knight and Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns.September 2022 Small islands, lots of energy
How Orkney’s renewable energy projects can inform our investment choices.47 MIN WatchSeptember 2022 Archived Global Discovery webinar
Douglas Brodie discusses investing in small companies, recent performance amid volatility and opportunities.6 MIN WatchSeptember 2022 Archived UK Growth Trust Manager Insights
In volatile times, focusing on the fundamental long-term opportunities of our holdings is key.6 MIN WatchAugust 2022 Archived US Growth Trust: Manager Insights
Gary Robinson, co-manager of the US Growth Trust, explains why we stay focused on fundamentals in uncertain times.August 2022 Archived Keystone Positive Change Impact Report 2021
The Positive Change Team’s impact report, covering our activity and plans for the future.8 MIN WatchAugust 2022 Archived Monks Investment Trust Manager Insights
Jon Henry discusses changes to the portfolio, the impact of inflation and optimism in periods of volatility.7 MIN WatchAugust 2022 Archived Managed Fund: Sticking to our knitting
Growth investing means staying with promising firms. Despite recent underperformance, we’ll continue to do so.5 MIN WatchAugust 2022 Transforming the future of healthcare
Supporting companies with the potential to transform the field of healthcare and generate attractive returns.Long readAugust 2022 Sustainable Growth Sustainability Report
The Sustainable Growth team on climate change, carbon emissions and sustainable growth companies.July 2022 Cultivating change in the meat industry
Demand for meat is growing, but traditional production is costly. Could in vitro agriculture be our panacea?Long readAugust 2022 Archived Positive Change Impact Report: 5th Year 2021/22
The Positive Change Team’s latest impact report, covering our activity over the last five years and plans for the future.June 2023 Trust history: Pacific Horizon
How Baillie Gifford’s Asia-focused investment trust rode the tiger of growth.July 2022 A smörgåsbord of innovation.
Sweden tops the charts for original thinking, from family businesses to founder-run companies.July 2022 Archived China: the Year of the Tiger.
Despite new regulations, now may be the best time to pounce and hold select Chinese stocks.July 2022 Archived Sir Isaac Newton’s folly.
How the 18th-century mathematician lost a fortune to groupthink.July 2022 Archived Emerging Markets: Five Questions.
How does the BG Managed Fund view prospects, ESG and regulation in relation to Emerging Markets?June 2022 Why patience matters
Endurance and imagination are key ingredients for quality growth investing.June 2022 Archived Actual investing in action.
In volatile markets, our investment trust managers focus on being on the right side of structural change.June 2022 Archived Revaluation, dislocation and recession.
Growth stocks have crashed down to earth. Has growth had its day or will it come back stronger?June 2022 Study guides
Academic partnerships that generate new ideasJune 2022 China’s leapfrog shopping apps
Smartphone-centric retailers drive innovation.June 2022 Investing in decarbonisation
Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.43 MIN WatchJune 2022 Study guides
Academic partnerships that generate new ideas.July 2022 What makes companies resilient to inflation?
Baillie Gifford’s Risk Team has been considering how firms can reduce their vulnerability to rising prices.June 2022 Archived Infinite progress.
Why new ideas will continue to spur on wealth and wellbeing.June 2022 The fight for your free time
Disruptive change within the entertainment world creates a wealth of opportunity.44 MIN WatchJune 2022 China’s leapfrog shopping apps
Smartphone-centric retailers drive innovation.42 MIN WatchJune 2022 Investing in decarbonisation
Spotting companies with potential in the renewables, energy storage and carbon reduction sectors.43 MIN WatchJune 2022 The fight for your free time
Disruptive change within the entertainment world creates a wealth of opportunity.June 2022 Pole position.
Tyre maker Bridgestone is poised to benefit from next-generation road vehicles.June 2022 Trip Notes: Helsinki.
European Growth Trust manager Stephen Paice dips a digital toe into Slush’ event for hot start-ups.Long readJune 2022 Archived Enlightenment.
Infinite progress, Isaac Newton’s folly, the Year of the Tiger and more from our fund teams.May 2022 ESG v sustainability
The questions we should consider to avoid being led astray by ESG risk scores.May 2022 Impact, Ambition and Trust
If ESG scores are not the answer, how does Global Income Growth Team’s ESG approach measure up?May 2022 MercadoLibre: the Latin liberator
Lawrence Burns discusses the fintech disrupting Latin America’s banking and retail industries.May 2022 The future of education.
For digital learning companies that can balance accessibility and profits, the opportunities are vast.May 2022 India’s data-driven growth stocks.
Pacific Horizon spots investment opportunities in a smartphone-transformed nation.4 MIN WatchMay 2022 Archived Shin Nippon Manager Update.
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies.Long readMay 2022 The long view
The enduring power of Moore’s Law and other factors that might matter in the next decade of investing.May 2022 Emerging Markets: the possibilist
Understanding the difference between pessimism and possibility in Emerging Markets.May 2022 Archived Transformational thinking
Scottish Mortgage’s departing joint manager James Anderson talks to its deputy Lawrence Burns.May 2022 Archived Positive Conversations Keystone 2021.
Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.April 2022 Casting the net wider.
Monks seeks profit and resilience from its diversified growth stocks portfolio.April 2022 Influencers
James Anderson credits the great minds who shaped his theories about the evolving world.April 2022 Future impacts.
Four ways Keystone Positive Change’s holdings can benefit the environment and society.April 2022 China’s move to renewable energy
Solar power and cheap green energy makes for a promising future.April 2022 Buying into private companies.
Baillie Gifford’s approach to private companies? As we’ve always invested, for the long term.Long readApril 2022 Archived Positive Conversations 2021
Responsible business practices are fundamental to delivering sustainable long-term growth and addressing global challenges.10 MIN WatchApril 2022 Archived SAINTS: A year in review and looking ahead.
The Scottish American Investment Company share an update on performance and ESG.March 2022 Global Alpha 2022 Research Agenda
In their Research Agenda for 2022, the investment managers consider the benefits of deep work in helping them find growth opportunities.May 2023 The history of Baillie Gifford Shin Nippon
The smaller companies trust has thrived by seeking out Japan’s disruptive innovators.Long readMarch 2022 Archived Enlightenment.
Europe’s perceptual shift, virtual communities, workers’ rights and more from our fund teams.March 2022 A dream within reach
New technologies, plummeting costs and our own changing behaviours all promise progress in the energy transition– just don’t expect it to come in a straight line.12 MIN WatchFebruary 2022 Actual ESG
Investing in great growth companies to make a big difference.February 2022 Archived The value in growth investing.
One says “growth”. The other says “value”. But that’s not what investors should be focusing on.February 2022 A private companies approach to ESG.
The special considerations at play when we invest in high-growth, late-stage unlisted firms.February 2022 Archived Long-term investing and market volatility.
James Budden on holding your nerve through short-term setbacks and supporting exceptional growth companies.39 MIN WatchFebruary 2022 Archived Riding Growth Waves Webinar.
Good investing takes quick reactions as well as a long-term vision.January 2022 The university shaping global tech
Why so many tech founders and CEOs have emerged from the Indian Institutes of Technology.7 MIN WatchJanuary 2022 Archived Responsible Global Equity Income Fund.
Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Fund.Long readJanuary 2022 Edinburgh Worldwide: a global history.
How an international outlook was built in from the start by the investment trust’s founder Robert Fleming.February 2022 Archived Managed Fund, Top Five US Questions.
Kirsty Gibson answers the key questions investors are asking of the Managed Fund’s US champions.January 2022 Health Innovation: impact and ESG.
Why the forthcoming Health Innovation Impact Strategy should focus minds.January 2022 Archived Sandpile avalanches and stock prices.
Equity investing in times of catastrophic change.January 2022 Archived China’s dividend racehorses.
New opportunities for income investors seeking growth and steady payouts.7 MIN WatchJanuary 2022 Archived Baillie Gifford European Growth Trust AGM.
Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook.January 2022 Nurobots: delivering with autonomous vehicles
Your pizza delivered by a driverless autonomous vehicle? That’s only the beginning for Nuro.December 2021 Archived Japan’s net zero efforts blossom.
The firms doing pioneering work to produce renewable energy and eco-friendlier transport.December 2021 Diverse and disruptive.
The Monks Investment Trust’s growth-focused stock picking strategy.December 2021 Glasgow Climate Pact
For Global Stewardship, climate opportunities go hand in hand with climate challengesDecember 2021 Archived Making Waves.
Changing the world starts with investing in companies addressing global challenges.41 MIN WatchDecember 2021 The ‘S’ of ESG: intangible value
ESG experts Marianne Harper Gow, Ed Whitten and Abhi Parajuli talk about the Social aspect of ESG in the context of investing.December 2021 Archived Six reasons for Japan optimism.
Manager Matthew Brett offers six predictions for the Baillie Gifford Japan Trust’s fifth decade.December 2021 Archived Enlightenment.
Racehorse dividends, sand avalanches, blossoming eco efforts and more from our fund teams.November 2021 Archived Resilience Rewarded.
Three lessons learned over the High Yield Bond Fund’s 20 years of debt investing.49 MIN WatchNovember 2021 Towards Net Zero: Reflections on COP26
Tim Garratt, Michael Pye and Caroline Cook reflect on the investment implications of arguably the most significant meeting of world leaders this millennium, COP 26.November 2021 Japan stocks: investing in growth.
As the Baillie Gifford Japan Trust turns 40, robotics and cosmetics are on its manager’s mind.November 2021 We need to talk about inflation
Central banks may find it hard to tackle price rises, requiring fine-tuning to fund strategies.November 2021 The Biological Revolution
The use of information science to unlock biology is revolutionising our health and wellbeing.November 2021 Archived The real case for China
Willingness to change gives Chinese firms an innovation advantage.November 2021 Archived How to surf the waves of growth
Good investing takes quick reactions as well as a long-term vision.10 MIN WatchNovember 2021 Archived Managed Fund: Manager Insights.
Inflationary pressures and ESG opportunities are among matters on the fund managers’ minds.November 2021 Joining forces to achieve net zero.
Baillie Gifford signs up to an asset managers initiative as COP26 begins.November 2021 Archived Mapping Veganville
Can plant-based foods save the planet? Investment manager Brian Lum explores changing attitudes.October 2021 The switch to sustainable food
Plant-based proteins, hi-tech tractors and vertical farms are set to disrupt agriculture.October 2021 The future of transport
Electric cars on the road and flying taxis in the air will change the way people commute and live.October 2021 Healthcare’s biotech revolution
A convergence of technologies is paving the way for advances in our understanding of biology.October 2021 Digital payments in a cashless future
Disruptive fintechs are paving the way to a world without physical money.October 2021 Archived China’s Generation Z.
The under-25s discuss their appetite for social shopping apps and home-grown cosmetics brands.October 2021 Archived Seismic shifts.
Companies benefiting from explosive change brought on by the pandemic.October 2021 Archived Green hydrogen’s promise.
Why using renewables to harvest the gas may be the best way for some industries to reach net zero.46 MIN WatchOctober 2021 Harnessing growth for the next decade
Investment manager Malcolm MacColl and Senior Governance and Sustainability Analyst Kieran Murray outline believed growth drivers and the development of Global Alpha’s ESG process.13 MIN WatchOctober 2021 Highlights Video: Harnessing growth for the next decade
Watch the highlights from the recent Global Alpha webinar: Harnessing growth for the next decade.WatchOctober 2021 IDEAS Conference 2021.
With a focus on the future of mobility, the speakers discuss the ideas that will shape the way we live and work, and the companies that will drive disruption and innovation.October 2021 A conversation about sustainability
Our long-term investors know that investing sustainably is a plus for value creation.October 2021 China’s gen Z+
How the digital natives’ wants and needs create opportunities for forward-thinking Chinese companies.October 2021 Lessons from Bessembinder
What a US academic taught us about the companies that outperform.October 2021 India’s ‘missing’ female workers
Women dropping out of employment should weigh on investors’ minds.October 2021 Supporting ESG improvers
Investors can have the most impact by focusing on sustainability laggards, not leaders.October 2021 Misguided metrics
Why emerging markets firms struggle to get high ESG scoresOctober 2021 Time travel investing
Evaluating emerging market stocks by taking a mental leap into the future.October 2021 Archived Microfinance for the masses.
Gojo’s founder explains his plan to serve 100 million of the world’s poorest people.October 2021 Archived Thriving after adversity.
Why cyclical stocks such as Ryanair and Rio Tinto are comeback kings.September 2021 Archived Long-Term Return Expectations update.
Decarbonisation and baby boomer spending are set to drive asset prices over the years ahead.September 2021 An appetite for ordered chaos.
Why loosening control can help companies become more innovative.February 2023 The history of The Baillie Gifford Japan Trust
Launched in Japan's great economic boom, the trust thrived in the lost decades after the bubble burst.Autumn 2021 Archived Trust magazine.
Distrust of ESG metrics, AI health breakthroughs, comeback king stocks and more from our trusts.September 2021 Investing in Climate Solutions.
How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.WatchSeptember 2021 Archived US Growth Trust Manager Insights.
Behavioural shifts caused by Covid prompt changes to Baillie Gifford US Growth Trust’s portfolio.WatchSeptember 2021 Archived Monks Investment Trust Manager Insights.
Monks Manager Spencer Adair looks beyond the noise of recent months to the longer term.September 2021 Archived Climate-Informed Long Term Returns Expectations.
Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.August 2021 Archived Enlightenment.
Digitising China, lessons from Venice, picking cultural outliers, and more from our fund teams.August 2021 sennder: Helping Truckers Cut Costs and Carbon.
sennder’s co-founder explains how its software platform helps truckers carry fuller loads.8 MIN WatchJuly 2021 Archived Baillie Gifford UK Growth Trust plc Manager Insights.
Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio.July 2021 Rocket man
Life on Mars might seem far-fetched, but Scottish Mortgage is prepared to embrace the radical thinkers striving to get us there.July 2021 Why Companies Should Embrace Chaos
The nimblest firms are often those that don’t fight disorder but embrace it, according to Visa founder Dee Hock.July 2021 Strategy Overview.
A brief summary of Baillie Gifford’s beliefs, purpose and strategy.April 2023 The history of The Monks Investment Trust
Historian John Newlands outlines the story of the Monks Investment Trust hard-fought growth.June 2021 Archived Clusters, Computers, and Classic Rock
Find out why small companies are one of the richest hunting grounds for long-term growth investors.June 2021 Archived Baillie Gifford Managed Fund: can it continue to thrive?
The Managed Fund was launched in 1987, so has weathered plenty of crises before.45 MIN WatchJune 2021 Archived Baillie Gifford Shin Nippon Investment Trust Webinar.
Praveen Kumar, manager of the Baillie Gifford Shin Nippon Investment Trust, discusses how to approach high-growth investing in a country that has a low-growth economy, the economy in question being that of Japan. Praveen explains that as fundamentally bottom-up, long-term stock pickers, we try to ignore short-term trends and predictions, and focus on finding smaller cap Japanese companies with huge potential over the long term.June 2021 History of Keystone Positive Change Investment Trust
Historian John Newlands looks back at the origins of the trust and its surprising connections.7 MIN WatchJune 2021 Archived Baillie Gifford China Growth Trust Manager Insights.
Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, gives an update on the philosophy, positioning and performance of the portfolio since Baillie Gifford took over management of the trust in September 2020.May 2021 Positive Change - It's Not Obvious
Positive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.May 2021 Archived Enlightenment.
Featuring the news and views of the teams involved in running our funds.May 2021 The history of Baillie Gifford China Growth Trust
In our special series on the histories of investment trusts managed by Baillie Gifford, John Newlands looks back at the Edwardian origins of the China-focused trust.May 2021 The Responsible Approach to ESG Investing.
Is our approach to environmental, social and governance (ESG) issues doing more harm than good? Stuart Dunbar, partner at Baillie Gifford, calls for investors to stop counting and start thinking.WatchMay 2021 Archived The Monks Investment Trust PLC Webinar.
Spencer Adair, newly appointed co-manager of the Monks Investment Trust, explains why the investment approach will not change. He sheds light on the past and current positioning of the portfolio, the fundamental strategy of the team involved, and the core philosophy of Monks that has been largely unchanged throughout the trust’s history.WatchMay 2021 Archived Japanese Fund Update Webinar.
Investment Specialist Thomas Patchett is joined by Matthew Brett, Investment Manager of the Japanese Fund and Japan Trust, to discuss the last twelve months and the positioning and performance of the fund by exploring some of the main themes coming through in the portfolio.April 2021 Archived From Crisis To Opportunity.
We call our methodology long-term income, not short-term yield. In this paper we share our experience of picking stocks using this growth-focused approach. We explain why we think the best is yet to come for this approach. And we highlight three simple questions we ask of any company when picking stocks for our income-growth portfolio.51 MIN WatchApril 2021 Archived Baillie Gifford European Growth Trust Webinar.
Richard Lander of Citywire hosts a webinar on the European Growth Trust and is joined by Stephen Paice, co-manager of the trust, who aims to answer the question: Are you investing in the right Europe?5 MIN WatchApril 2021 Archived Shin Nippon - Manager Insights.
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies.April 2021 Archived The Baillie Gifford Managed Fund’s UK Champions - Five Burning Questions.
The year 2020 felt somewhat surreal for UK investors. Not only was our local economy hit hard by the pandemic, but whole sectors of the stock market came under pressure, including many high-profile firms.Spring 2021 Playing To Win.
The race is on to secure the loyalty of south east Asia’s increasingly prosperous consumers. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, tells us why Singapore’s Sea Limited is in pole position.April 2021 Injecting Optimism Into Healthcare’s Future.
Could the messenger RNA vaccines deployed against Covid, help fight cancer and other diseases? After a year of crisis, Julia Angeles, co-manager of Baillie Gifford’s Health Innovation Fund, looks at the positive signs.April 2021 Archived Fast Forward.
Praveen Kumar, manager of Baillie Gifford Shin Nippon, sees Covid-19’s acceleration of digital trends in Japan – changes in both corporate and consumer behaviour – persisting beyond the pandemic.Spring 2021 Japan from a Distance.
Banned from travelling during the pandemic, Matthew Brett, manager of The Baillie Gifford Japan Trust, explains the advantage of perspective.Spring 2021 Archived Lifetime of Investment.
What was meant to be a two-year apprenticeship turned into a transformative career. Charles Plowden, manager of The Monks Investment Trust, tells Colin Donald why he’s retiring from Baillie Gifford on a high.Spring 2021 Take-off Platforms.
Online trading platforms have transformed the way we put our money to work. Iain McCombie, joint manager of the Baillie Gifford UK Growth Fund, tells Faith Glasgow how these companies brought financial power to the people.Spring 2021 Europe’s Digital Ambitions.
European companies have quietly built up some of the world’s largest digital platforms for commerce. The next stage will be anything but quiet, Stephen Paice and Moritz Sitte, joint managers of Baillie Gifford European Growth Trust, tell Heather Farmbrough.April 2021 The Future of Mobility - Part 2
A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.April 2021 The Future of Mobility - Part 3
A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.April 2021 The Future of Mobility - Part 4
A wave of revolutionary new technologies is set to transform the way we travel from A to B. In this short series, Thaiha Nguyen, a Baillie Gifford investment manager, takes an in-depth look at the business of personal transport on the brink of change.April 2021 The Future of Mobility - Part 1March 2021 What I’ve Learned In Four Decades Of Investing.
His career spanned big changes in investment – and in the fortunes of Baillie Gifford. Charles Plowden, joint senior partner and manager of Monks Investment Trust, looks at the opportunities ahead.WatchMarch 2021 Archived Spotlight On China: Risk Versus Opportunity.
Dawn Murdoch, client service manager, speaks to the chair of Baillie Gifford’s China Product Group Ben Buckler. Buckler sheds some light on what he thinks are the most exciting aspects of China today, and how we balance the opportunities and the risks moving forward.WatchMarch 2021 Archived Scottish American Investment Company - Manager Insights.
Investment Manager Toby Ross gives an update on The Scottish American Investment Company P.L.C.March 2021 Humans, a growth species
On the back of humanity's innate ability to innovate, invent and improve, Hamish Maxwell is reminded of why growth investing yields such promise over the long-term.March 2021 Actual ESG
The logic of long-term investing means that companies harming the planet and its people will ultimately be losers.53 MIN WatchMarch 2021 A Change In Name, A Change Of Strategy, It's All Positive.
In this webinar recording, Rosie Rankin, a specialist on the Positive Change Team, speaks to Kate Fox and Lee Qian, investment managers of the Keystone Positive Change Investment Trust. The managers give a presentation on the details of the trust and some of the companies in which it invests, followed by questions from the attendees.March 2021 Archived Enlightenment.
Featuring the news and views of the teams involved in running our funds.WatchFebruary 2021 Archived US Growth Trust Webinar.
Fraser Thomson, client director, talks to Gary Robinson, co-manager of the US Growth Trust, and Kirsty Gibson, a key-decision maker and soon-to-be co-manager. The discussion centres around the recent investment environment and our thoughts for the future, all in the context of the investment approach employed by the trust.WatchFebruary 2021 Archived American Fund Webinar.
In this webinar recording, US Equity strategy specialist Ben James talks to all four key decision makers of the American Fund portfolio, Tom Slater, Kirsty Gibson, Gary Robinson and Dave Bujnowski. The team explore the thought processes that have helped them navigate the challenge of maintaining a 5-10 year investment horizon during what has been a year of rapid change, followed by questions from attendees.WatchFebruary 2021 Keystone Positive Change Investment Trust - Introduction.
The aim of the Keystone Positive Change Investment Trust is to deliver attractive investment returns on behalf of shareholders over the long term, and to help shareholders contribute towards a more sustainable world. Investment managers Kate and Lee explain how they hope to do this.WatchFebruary 2021 Archived Managed Fund - Manager Insights.
Lucy Haddow, product specialist, speaks to investment managers Steven Hay and Iain McCombie about the Managed Fund, as they reflect on 2020 and look forward to what’s to come.Full Year 2020 Archived Positive Conversations.
This document looks at the contribution of the Positive Change portfolio to society through its business practices and focuses on our approach to engagement with the companies owned on behalf of our clients.January 2021 Sustainable investing: Finding the innovative companies of the future.
Investment manager Lee Qian learned first-hand the difference growth made to China. He explains how innovative firms can help nurture economic expansion, while creating a more sustainable world.10 MIN WatchJanuary 2021 Archived Baillie Gifford European Growth Trust AGM.
Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on investment philosophy, performance, portfolio positioning and outlook.11 MIN WatchJanuary 2021 Archived Edinburgh Worldwide Investment Trust AGM.
Douglas Brodie, investment manager of the Edinburgh Worldwide Investment Trust, reflects on the past year, gives some insight into the current positioning of the portfolio and sheds some light on what could be some exciting opportunities in the future.December 2020 Innovation: Why it’s Crucial for Sustainability
Lee Qian, Investment Manager in Baillie Gifford’s Positive Change Strategy, tells us why we should harness innovation and economic growth to create a more prosperous, sustainable and inclusive world.December 2020 How COVID is changing the way we shop.
The digital disruption of the high street accelerated during the pandemic. Baillie Gifford’s Moritz Sitte explores the innovative ways in which European retailers are reshaping the future of shopping.December 2020 Muscle for the Rebound.
Challenging circumstances function as a litmus test, from which the strongest business models survive, and even, thrive. During 2020 your Strategic Bond Fund has sought to invest in businesses that can do just that.Autumn 2020 Archived Fantasy Figures: Games Workshop
With hits like Warhammer, this gaming company inspires a sense of community which brings huge growth potentialNovember 2020 Archived Monks - Staying Ahead of Change.
Few things matter more to an investor than understanding and anticipating change. As we celebrate 15 years of Global Alpha, we share some thoughts on how the portfolio, our process and the team have developed over time.Autumn 2020 Archived Japan's Great Wave of Change.
Traditions die hard in Japan, but a crisis often sparks accelerated change and innovation. Praveen Kumar, manager of Baillie Gifford Shin Nippon and deputy manager of the Baillie Gifford Japan Trust, talks about the upstarts making inroads.Autumn 2020 Archived No-Trip Notes.
Prevented from criss-crossing the globe in search of exciting young companies, Douglas Brodie, manager of Edinburgh Worldwide Investment Trust, reflects on life under lockdown.Autumn 2020 Archived The Future for Dividends.
After navigating the treacherous waters of the dividend crisis James Dow, joint manager of SAINTS, says it’s time to look east for income opportunities.Autumn 2020 Archived The Global Shop Assistant.
Gary Robinson, Baillie Gifford US Growth Trust joint manager, on how Shopify conquered the web.November 2020 Archived Japan’s Software Disruptors.
How does a company de-age? Jared Anderson thinks about how Japanese companies are changing their working practices to meet modern expectations.November 2020 Archived Investing in biotechnology
The starting point for investing in biotechs is science that is credible, scalable and differentiated. But that on its own does not guarantee a commercially successful business. The Health Innovation Team share their approach to investing in biotech at a time when the pace of innovation is exploding and the possibilities are endless.Autumn 2020 Archived The Rise of Reliance.
Baillie Gifford’s Charles Plowden, manager of the Monks Investment Trust, hails a firm whose ambitions match the vastness of the subcontinent of India.October 2020 Archived Europe's Tech Awakening.
There’s no such thing as a big European tech platform, or is there? Chris Davies explores the rise of European platform businesses, questioning whether they are coming of age.October 2020 Archived China's Champions.
Sophie Earnshaw and Roderick Snell, joint managers of the new Baillie Gifford China Growth Trust, discuss some of their favourite Chinese firms.October 2020 Archived The Great Divergence Between East and West.
China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead.October 2020 Archived Investing during a pandemic
James Anderson, joint manager of Scottish Mortgage Investment Trust, looks back on how, amid all the coronavirus disruption, the case for growth stocks strengthened as the crisis unfoldedWatchSeptember 2020 Archived US Growth Trust - Manager Update.
Gary Robinson, co-manager of the Baillie Gifford US Growth Trust, explains why he thinks the major behavioural shifts we’ve seen in recent time are here to stay, and talks about which opportunities in particular he is most excited about.September 2020 Archived Scale as a Service
Companies become more efficient as they grow. In the past, that involved big capital outlays and was bad news for challengers. However, as Gary Robinson explains, entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.September 2020 Archived Asking the right questions
Integrating ESG into company research requires rigour, nuance and a long-term perspective says Marianne Harper Gow.September 2020 Archived Re-focusing on the Future: China.
Roderick Snell and Sophie Earnshaw, co-managers of the China Growth Trust explain why they are excited about China, why they believe Baillie Gifford is the right manager for the trust, and what their investment approach will look like.WatchSeptember 2020 Archived The Monks Investment Trust PLC – Manager Update.
Jon Henry, client director, talks to Charles Plowden and Spencer Adair, investment managers on the Global Alpha Team, about their investment approach, the performance of Monks, how the Trust is positioned and what we are excited about moving forward.5 MIN WatchSeptember 2020 A shocking revelation: capitalism can power positive change
Everyone wants to make a difference, and capital thoughtfully and responsibly deployed is a powerful mechanism for change. In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive investment approach can also be the basis of attractive investment returns. Investment Managers Kate Fox and Lee Qian explain why positive change really matters.10 MIN WatchSeptember 2020 Archived Baillie Gifford China Growth Trust plc.
Roderick Snell and Sophie Earnshaw, co-managers of the China Growth Trust talk to Alex Blake, Investment Trusts Director, on why we’re excited about China, why we believe Baillie Gifford is the right manager for the trust, and what our investment approach will look like.9 MIN WatchJuly 2020 Archived UK Growth Fund Manager Update.
Investment manager Iain McCombie gives an update on the positioning and activity of the Baillie Gifford UK Growth Fund portfolio.WatchJuly 2020 Archived Health Innovation: it’s time to rethink what the word ‘healthcare’ means
We are in an era of great convergence. The Health Innovation strategy seeks to support this era of change by looking out for innovative and pioneering companies that have the potential to bring substantial improvements to human health and healthcare systems.WatchJune 2020 Archived Monks – Long-Term Stewards.
Charles Plowden explains how long-term stewardship is one of the four golden threads that weaves together to form the Monks investment strategy.July 2020 Archived Positive Change Impact Report
For Full Year 2019, updating on contributions towards a more sustainable and inclusive world.June 2020 Archived It's Time to Look East.
First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell surveys the Asian landscape and argues that Asia is where to look for superior long-term growth.June 2020 Archived The Atlases of the Modern Economy.
You can’t predict the future, but you can prepare for it by investing in those businesses that will help create it. Jenny Davis turns to history to provide some context as to why she believes the unsung heroes of the modern economy will be the titans of the future.June 2020 Archived A view from the midst of the pandemic
Technological developments over recent decades mean reality has outpaced the science fiction of his youth since Mark Urquhart joined Baillie Gifford almost 25 years ago. Now, scanning the Covid-19 driven global economy, he sets out his enthusiasm and expectations for the next decade and beyond.7 MIN WatchJune 2020 Archived Japanese Smaller Companies Fund and Shin Nippon PLC – Manager Insights.
Praveen Kumar, investment manager of Japanese Smaller Companies Fund and Baillie Gifford Shin Nippon PLC, explains how Covid-19 will accelerate changes in the behaviour and working practices of corporate Japan and why this should result in numerous growth opportunities for fast-growing, nimble and disruptive smaller business.June 2020 Archived What’s the Purpose of Investing?
The true meaning of investment has been buried in a flurry of jargon, pseudo-science and fixation on quarterly results. Baillie Gifford partner Stuart Dunbar backs a return to basics.May 2020 Archived It’s time to rethink what the word healthcare means.
We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.April 2020 Archived Wanted – Bond Champions.
Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. Phil Annen remains a fan. And he explains why, insisting this is an asset class that can still form a key part of an actively-managed, balanced portfolio and offer attractive returns.April 2020 Archived How to Invest in Equities and Stay Sane
The best investment advice doesn’t grow old. When former Baillie Gifford Partner Edward Hocknell wrote ‘How to Invest in Equities and Stay Sane’ back in 2012, ‘global pandemic’ was just one on a list of scenarios for business continuity managers and civil servants to plan for.April 2020 Archived Fighting a Pandemic with Technology.
Medical developments are increasingly dependent on technology. Baillie Gifford investors look at some of the more innovative companies and their importance in the current pandemic, as well as considering how the situation we are living through will lay the foundations for a new era in healthcare, underpinned by data.April 2020 Archived The Great Dividend Crisis.
James Dow, co-head of Baillie Gifford’s equity income strategies, argues that dividend investors should avoid traditional high-yielding stocks, which are likely to disappoint given probable constraints on their reverting to the pre-crisis mean. The task, he concludes, is to look ahead to the global, high growth companies likely to be big providers of the future.April 2020 Archived How the Pandemic May Change Things.
Are the abrupt changes brought about by the coronavirus (Covid-19) temporary or permanent? Dave Bujnowski considers how a post-coronavirus future may look, and where the biggest changes might be.April 2020 Archived Staying Positive.
In a time of great uncertainty, staying positive is easier said than done. Amidst the personal and professional challenges we all face, it can be hard to remain optimistic. Our experience of investing for Positive Change tells us that optimism is the only way forward.March 2020 Archived Navigating a Stock Market Crisis.
With a pandemic causing dramatic falls in global stock markets, these are anxious times for investors. But as Baillie Gifford partner Scott Nisbet explains in our podcast series Short Briefings on Long Term Thinking, the firm has witnessed similar shocks before.6 MIN WatchMarch 2020 UK Stock Stories - Abcam and Homeserve
Investment managers Iain McCombie and Milena Mileva give some examples of companies within the UK portfolio that show exciting growth potential.5 MIN WatchMarch 2020 European Stock Stories.
Investment managers Stephen Paice and Moritz Sitte give some examples of European companies that tick all the boxes and show exciting growth potential.Spring 2020 Writing you can trust.
Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?WatchFebruary 2020 Archived SAINTS Annual Update.
Investment manager James Dow gives un update on the The Scottish American Investment Company P.L.C.March 2020 Archived The Second Space Age
Fifty years after Apollo 11, can a fresh wave of innovation in space technology open new frontiers and promising investment opportunities? Investment manager, Luke Ward looks across the gulf of space and gives us his views.February 2020 Archived Healthcare Innovation.
We’re living longer, but are we living better? Baillie Gifford’s Health Innovation team is searching for companies whose cutting-edge science and innovative therapies are redefining healthcare. Put simply, healthcare has never looked as good for those seeking more from their investment.4 MIN WatchFebruary 2020 Archived Multi Asset Income Fund - Annual Retrospective.
Investment managers Steven Hay and James Dow reflect on the first full year of the Multi Asset Income Fund.WatchFourth Quarter 2019 Archived Watsco - A Cool Investment.
Investment manager Toby Ross discusses recent investment, Watsco.November 2019 Archived Continental Blend – The Case for European Companies.
Managers Stephen Paice and Moritz Sitte on the Baillie Gifford European Growth Trust plc.November 2019 Archived Dominators vs Disrupters - The Future of Industrial Robotics.
The big four incumbents in robotics are gearing up for a challenge. In a reshaping global industry, they are readying themselves for the march of the cobots.Long ReadOctober 2019 Archived Learning from Academia
Our support of inquisitive people plays a crucial role in our investment research. Discover more in our academia anthology.Fourth Quarter 2019 Archived Positive Conversations.
An accompaniment to our annual Impact Report using a different lens to look at the contribution of the Positive Change portfolio to society.Third Quarter 2019 Archived Engaging on… Responsible Taxation.
Toby Ross on how we engage on responsible taxation.4 MIN WatchFourth Quarter 2019 Corporate Scandals That Changed the Course of Capitalism
Civil society has increasingly questioned and challenged corporate behaviour and activity since the 1960s. This film documents a number of corporate disasters that have caught the public attention over the last 75 years, and have led to some profound changes.Autumn 2019 Writing you can trust.
Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?WatchThird Quarter 2019 Archived Baillie Gifford UK Growth Fund plc - Stock Stories.
Investment managers Iain McCombie and Milena Mileva give an update on the Baillie Gifford UK Growth Fund plc and discuss some examples of companies within the portfolio that show exciting growth potential.Second Quarter 2019 Archived Fast Fashion.
Investment Manager, Kate Fox explores how fashion might evolve from eco-culprit to eco-warrior, and where investment opportunities might arise along the way.Second Quarter 2019 Archived A Spotlight on Climate Change.
Governance and Sustainability analysts Michelle O’Keeffe and Laura Thomson answer some of the most common climate change questions they are asked in relation to climate change and Baillie Gifford’s position regarding it.6 MIN WatchMay 2019 Introduction to the Managed Fund
Since 1987, the Managed Fund has exemplified that sometimes the simplest solutions can be very successful. Iain McCombie and Steven Hay explain how the fund can help you solve the puzzle of investing in a complex world.Second Quarter 2019 Archived Bricks and Clicks
With online companies currently dominating sales, it is widely expected that the need for tangible stores will continue to decrease, but Baillie Gifford has spotted a rise in forward-thinking companies who are utilising physical spaces to provide an innovative and interactive shopping experience.First Quarter 2019 Archived SAINTS on Track for Income and Growth.
Results season has been in full swing for the last few months. James Dow and Toby Ross, co-managers of SAINTS, chalk up the scores at the end of a year that has left them feeling optimistic about the future.Second Quarter 2019 Archived The Whole Story.
In Baillie Gifford we have a very different perspective on 2018, and hence the future, than the one you will be used to reading about.Second Quarter 2019 Archived The Death of Alzheimer’s
As lifespans increase, more of us will inevitably encounter Alzheimer’s. Thankfully, new advances mean that we may be approaching a breakthrough in treating the disease. The Death of Alzheimer’s asks how Baillie Gifford can support this effort.Spring 2019 Writing you can trust.
Curious about our investment thinking? Want to find out more about the entrepreneurs and companies of the future?First Quarter 2019 Archived Riding the gravy train
The investment management industry is often accused of failing to put clients’ interests first. Tom Coutts investigates and considers what we should be doing differently.WatchFirst Quarter 2019 Archived The Baillie Gifford Responsible Global Equity Income Fund.
The Baillie Gifford Responsible Global Equity Income Fund is the first and only fund of its type in the Global Equity Income sector.Fourth Quarter 2018 Archived Let's Talk About Actual Investing.
The task in hand is to remind our clients what investing actually means. Stuart Dunbar makes a passionate plea for 'actual' managers to demonstrate that we have our clients' best interests at heart.Fourth Quarter 2018 Archived Japan's Return to Dividends.
Japan often has a reputation for low dividend payments. Investment Manager, Karen See explains why this has not always been the case in the past and might not be in the future.WatchJuly 2018 Archived SAINTS - Seeking an Income that Stays on Track for Years to Come.
Join Toby Ross and James Dow, SAINTS’ joint managers, on their travels as they seek out the companies from across the globe that they believe can deliver a dependable and growing income along with capital growth.Second Quarter 2018 Archived An End to Kidney Failure.
Many patients with kidney failure face an agonising wait for a donor or a life on dialysis. However, as Julia Angeles writes, new technologies may offer a brighter future.Second Quarter 2017 Archived The Technological Revolution.
Technological evolution continues to occur at an ever-increasing pace. Douglas Brodie looks at some of the areas likely to see the greatest change in the coming years, and the investment opportunities that will open up as a result.First Quarter 2017 Archived Does Anyone Remember What ‘Investing’ Actually Means?
Stuart Dunbar discusses the woes of what our industry has become alongside the potential opportunities presented by its somewhat over-evolved state.First Quarter 2017 Archived An End to Cancer?
Investment manager Julia Angeles strikes an optimistic note as she explores some of the recent developments in healthcare, which one day she hopes will bring an end to cancer.February 2016 Archived Cities of Tomorrow
Joe Faraday shares his enthusiasm for the importance of cities as growth drivers, explaining how access to world-leading academics and their research has shaped his thinking.First Quarter 2016 Archived Genomics: Reasons for Optimism
Julia Angeles, an investment manager in the EAFE Alpha team, considers how scientific developments have led to changes in the diagnosis and treatment of diseases, and why the current rate of progress is set to accelerate in the coming years. Angeles also explains why she opted to undergo genomic testing.1 MIN WatchMay 2015 Archived Writing Worth Reading.
Although widely admired for intelligent, insightful writing that engages readers, this page-turner has never featured on literary bestseller lists. Nor has there been a scramble for the film rights. But Baillie Gifford’s Trust magazine is a classic in its genre, having earned many plaudits and industry awards.
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